EXCLUSIVE
We believe health and wellness are life’s most valuable assets. For more than 50 years, we’ve dedicated our business to you — Canada’s physicians and your families — with the understanding that financial well-being plays a lead role in building healthier lives.
OBJECTIVE
Unlike at many other financial firms, your MD Advisor* is on salary and is not paid any commissions to provide objective financial planning personalized to your unique financial situation.
COMPREHENSIVE
Our MD Advisors are dedicated to building a relationship with you to help you establish personal financial goals that are based on what is most important to you. We do a deep discovery of your overall financial and personal situation and then provide “living, breathing” financial planning that not only helps you achieve the best possible financial outcomes and reach your goals but also changes as you and your priorities change.
MD Advisors are available across Canada